By role
One system, and a different view for every desk in your company.
The owner wants the whole picture. The sales head wants enquiries moving. Operations wants jobs unblocked. Accounts wants clean claims, the store wants accurate stock, the field team wants a list, and partners want status. Each page shows the day from that seat.
How do roles work? Every user holds roles that decide the screens, actions, reports and records they can reach. You can adjust the starter roles or build your own, and one person can hold more than one role.
Seven desks
Pick the seat you sit in.
Each page shows what that person sees, does and gains in HelioLattice.
Owner and director
The whole business without asking five people.
See the owner view → SalesSales head
Enquiries, follow-ups and approvals.
See the sales view → ProjectsOperations head
Stages, owners and what is blocked.
See the operations view → AccountsAccounts team
Claims, receipts and exports.
See the accounts view → StoreStorekeeper
Catalogue, warehouses and issues.
See the store view → FieldSurveyor and field team
Surveys, assigned work and evidence.
See the field view → ChannelChannel partner
Leads, status and commission.
See the partner view →Keep exploring
Connected pages.
Questions
Common questions.
Can we create roles for our own job titles?
Are there ready-made roles?
Do roles change what reports people see?
See your team as roles.
Bring a list of your desks and we will map them to roles in the demo.